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Horizon Kinetics Inflation Beneficiaries ETF

132 hedge funds and large institutions have $615M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

526% more call options, than puts

Call options by funds: $263K | Put options by funds: $42K

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

80% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 30

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

23% more capital invested

Capital invested by funds: $499M → $615M (+$116M)

17% more funds holding

Funds holding: 113132 (+19)

1.19% more ownership

Funds ownership: 58.74%59.93% (+1.2%)

Holders
132
Holders Change
+19
Holders Change %
+16.81%
% of All Funds
1.74%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
28
Increased
54
Reduced
30
Closed
7
Calls
$263K
Puts
$42K
Net Calls
+$221K
Net Calls Change
+$224K
Name Holding Trade Value Shares
Change
Change in
Stake
OFG
1
Oxford Financial Group
Indiana
$150M +$64.9M +1,622,676 +70%
JP Morgan Chase
2
JP Morgan Chase
New York
$150M -$10.5M -262,331 -6%
LPL Financial
3
LPL Financial
California
$33.5M +$9.29M +232,250 +36%
OCPWS
4
One Charles Private Wealth Services
Massachusetts
$17.5M +$1.92M +47,928 +12%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.1M +$3.88M +96,967 +27%
Wells Fargo
6
Wells Fargo
California
$16.5M +$1.9M +47,635 +12%
UBS Group
7
UBS Group
Switzerland
$12.4M +$4.19M +104,906 +48%
FCM
8
Fourpath Capital Management
Oklahoma
$11.5M +$3.76M +93,959 +45%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$10.8M +$1.41M +35,168 +14%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$10.6M -$260K -6,505 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$10.2M +$406K +10,151 +4%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$9.42M -$654K -16,347 -6%
LWA
13
Lowe Wealth Advisors
Maryland
$8.8M +$17K +426 +0.2%
Jane Street
14
Jane Street
New York
$6.82M +$7.16M +179,002 New
CFB
15
Cullen/Frost Bankers
Texas
$6.55M
FTUS
16
Flow Traders U.S.
New York
$6.5M +$6.83M +170,753 New
MC
17
Moors & Cabot
Massachusetts
$6.37M +$334K +8,360 +5%
Raymond James Financial
18
Raymond James Financial
Florida
$6.3M +$6.61M +165,387 New
LFA
19
Longview Financial Advisors
Alabama
$5.97M +$306K +7,649 +5%
PJWM
20
Philip James Wealth Mangement
Georgia
$5.65M +$34.1K +854 +0.6%
HNB
21
Hilltop National Bank
Wyoming
$4.73M +$993K +24,840 +25%
ECG
22
Edge Capital Group
Georgia
$4.54M -$8.52K -213 -0.2%
AWP
23
Atlas Wealth Partners
Pennsylvania
$4.49M +$209K +5,218 +5%
IA
24
IFP Advisors
Florida
$3.92M +$3.18M +79,607 +340%
HKAM
25
Horizon Kinetics Asset Management
New York
$3.63M +$152K +3,803 +4%

INFL Hedge Fund Activity: Q4 2024 in Review

132 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q4 2024, worth a combined $615M — up 23% from $499M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new INFL positions and 7 closed out — a net gain of 21 holders — while 54 added to existing stakes and 30 trimmed.

The largest buyer was Oxford Financial Group, adding an estimated $64.9M. The largest seller was JP Morgan Chase, cutting an estimated $10.5M.

  • 132 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q4 2024, up from 113 in Q3 2024.
  • Funds reported $615M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q4 2024, up 23% quarter-over-quarter.
  • 28 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q4 2024 and 7 closed out, a net change of +21 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q4 2024 was Oxford Financial Group, an estimated $64.9M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q4 2024 was JP Morgan Chase, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2024.